Adding Existing Users to a Workspace (admin)

When enterprise users are added to a workspace, they are considered members of that workspace. Workspace members can be assigned tasks and can use available workspace applications like Issues, Polls, and Documents.

This topic describes how to add existing enterprise users to a workspace. For information about adding new users to a workspace, see Adding New Users to a Workspace.

TO ADD EXISTING USERS TO A workspace:

1. On the Administration Home page, under Workspaces, click Workspace List.
   
2. From the Workspaces List, click on the name of the workspace you want to add users to.
3. From the Profile page, click the Members link.
4. From the Members List, Click Add Members from Enterprise.
1. Select Available Users from Directory - Open the User Selector. You can search PPM for user names, departments, organizations, or email addresses. Set the search mode with the drop down menu, type your search term, and click Search. The search is not case-sensitive, but a space is required between first and last names.
2. To view all Users in PPM - Click Search without any search terms.
3. Select the users you want to add, and click Add checked & Close.
5. Select Default Role - From the Default Role list, choose the role you will assign to all the selected users.
   Note: This default role can be changed for specific individuals on the next page.
6. Click Next.
7. To add the user(s) as an active member of the workspace and send an invitation notification, select the corresponding Active check boxes. If the workspace is still in the planning stage and you do not want to notify workspace members immediately, clear the Active check boxes.

Note: Inactive workspace members can be activated at any time. For more information, see the topic Activating Workspace Members.

8. If you want to assign a member a primary role that is different from the default role you chose, select a new role from the Role list.
9. To give a member permissions in addition to those automatically assigned to their role, click Edit Additional Permissions, and then select the relevant check boxes.
10. Click Add Users to add the user(s) to the workspace.

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